# Tanager Wealth Management

Tanager Wealth Management is a Multi Family Office based in London, United Kingdom.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** London, United Kingdom
- **Region:** Europe
- **Address:** 7th Floor, East Wing, 107 Cheapside, London, EC2V 6DN, United Kingdom
- **Founded:** 2012
- **Assets under management:** 1109 (Altss estimate)
- **Website:** tanagerwealth.com
- **LinkedIn:** https://www.linkedin.com/company/tanager-wealth-management

## Regulatory record

- **CRD number:** 166084
- **SEC file number:** 801-77494
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-24T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/166084

## About

Tanager Wealth Management opened in 2012. Jeffrey G., Alex Eichhorn and David G. established the firm to address cross-border needs of US-UK families. The multi-family office structure lets clients access coordinated advice on pensions, estates and tax without separate US and UK providers. The firm allocates across index funds, private equity, real estate and fixed income. It avoids hedge funds and direct stock selection in favor of low-cost vehicles. Confirmed holdings include ITOT, VEA, VTI, GOOGL, AAPL and MSFT. Geographic reach covers North America, Europe and Asia. Ticket sizes start at $0.5 million. The firm does not run a direct-deal program. Assets total $1.1 billion. The team includes five named partners and additional advisers. A Philadelphia office supports US clients. Tanager maintains memberships in British-American Business, CISI and CFA Institute. July 2024: Tanager collaborated with Financial Software to improve tax-reporting capabilities. Dual regulation creates a structural difference. UK FCA and US SEC registration allows the firm to serve clients on both sides of the Atlantic under one entity. This setup reduces the need for separate advisers and simplifies reporting for expatriate families.

## Sectors

- ESG
- FinTech
- Private Equity
- Real Estate
- LegalTech

## Offices

- Philadelphia, PA, United States

## People

- Jeffrey G. — Founding Partner
- Alex Eichhorn — Founding Partner
- David G. — Founding Partner
- Kristopher Heck — Partner
- Patrick Mulhern — Partner

## Questions

### Who runs investment decisions at Tanager Wealth Management?

Founding partners Jeffrey G., Alex Eichhorn and David G. set overall direction. Additional partners Kristopher Heck and Patrick Mulhern handle client portfolios and planning.

### How does Tanager Wealth Management source proprietary deal flow?

The firm relies on index funds and third-party vehicles rather than proprietary direct deals. It maintains relationships with custodians Charles Schwab, Fidelity and Pershing.

### Does Tanager Wealth Management participate in fund commitments or only direct deals?

The firm uses fund-of-funds and ETF vehicles. It does not run a direct-deal program.

### What investment stages does Tanager Wealth Management typically target?

The firm targets diversified public markets and established private equity and real estate funds. Minimum ticket size is $0.5 million.

### Which sectors does Tanager Wealth Management explicitly avoid?

The firm excludes tobacco and weapons holdings. It also avoids hedge-fund strategies.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/tanager-wealth-management

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